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AABFX vs HBLSX
AABFX vs HBLSX Comparison
Open Charts AABFX vs HBLSX
Thrivent Dynamic Allocation A
Price$13.40
Change+$0.39 (+3.00%)
VolumeN/A
Net Assets387.82M
Hartford Balanced Income R4
Price$14.11
Change+$0.36 (+2.62%)
VolumeN/A
Net Assets11.26B
AABFX vs HBLSX Comparison Chart
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AABFX vs. HBLSX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AABFX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.3B vs. AABFX (388M). HBLSX pays higher dividends than AABFX: HBLSX (3.26) vs AABFX (2.88). AABFX was incepted earlier than HBLSX: AABFX (27 years) vs HBLSX (15 years). AABFX (1.03) is less costly to investors than HBLSX (0.96). AABFX is a more actively managed with annual turnover of: 77.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than AABFX: HBLSX (0) vs AABFX (2000). AABFX annual gain was more profitable for investors over the last year : -1.61 vs. HBLSX (-1.74). AABFX return over 5 years is better than : 28.70 vs. HBLSX (13.18).
| AABFX | HBLSX | AABFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 0.96 | 107% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | -4.746 | -2.760 | 172% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 11.3B | 3% |
| Annual Yield % from dividends | 2.88 | 3.26 | 88% |
| Returns for 1 year | -1.61 | -1.74 | 92% |
| Returns for 3 years | 3.63 | -1.19 | -304% |
| Returns for 5 years | 28.70 | 13.18 | 218% |
| Returns for 10 years | 21.52 | 25.50 | 84% |
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